United Kingdom
Best Practice | 20 Jun 18
Older investors ‘de-risking too early’
Too many older clients dial back their investment risk too soon, when they should be taking on opportunities, a survey has found.
Best Practice | 20 Jun 18
Adviser profitability thrives in a post-RDR world
The good times are rolling for UK financial advisers, at least, that is, according to the Financial Conduct Authority’s recent Data Bulletin.
Cold-called investor wins compensation
A company that downplayed the risks of buying shares in unlisted companies to a cold-called investor has been ordered by the UK’s Financial Ombudsman Service (FOS) to put the investor into the position she would have been in had she never invested.
Investment | 20 Jun 18
Goldman Sachs offers US Smaller Cap Equity Portfolio
The portfolio is a new sub-fund of the Ucits-qualifying Luxembourg-domiciled Goldman Sachs Funds Sicav.
Investment | 19 Jun 18
7IM assets up 14% ahead of acquisition
Seven Investment Management (7IM) ended 2017 with assets under management at £12.4bn ($16.4bn, €14.1bn), up 14% from £10.9bn in 2016.